Spectrum Management Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Spectrum Management Group’s Portfolio SPYG Stock Details SPYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$100K	Hold	2,000	–	–	0.02%	121
2022 Q2	$105K	Hold	2,000	–	–	0.02%	119
2022 Q1	$132K	Sell	2,000 -301	-13%	-$19.6K	0.02%	124
2021 Q4	$167K	Hold	2,301	–	–	0.02%	124
2021 Q3	$147K	Hold	2,301	–	–	0.02%	129
2021 Q2	$145K	Sell	2,301 -2,120	-48%	-$127K	0.03%	120
2021 Q1	$249K	Hold	4,421	–	–	0.05%	108
2020 Q4	$244K	Sell	4,421 -42,055	-90%	-$2.21M	0.05%	105
2020 Q3	$2.33M	Buy	46,476 +290	+0.6%	+$14.2K	0.55%	56
2020 Q2	$2.08M	Buy	+46,186	New	+$1.92M	0.53%	59

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Spectrum Management Group's SPYG Position: Q3 2022 in Review

Spectrum Management Group held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2022 at 2,000 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #121.

Spectrum Management Group first reported a position in SPYG in Q2 2020 and has held it in 10 quarters since. The position peaked at $2.33M in Q3 2020. 675 funds tracked by Wall St. Rank hold SPYG as of Q3 2022.

Spectrum Management Group held 2,000 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $100K as of Q3 2022.
Spectrum Management Group left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q3 2022.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Spectrum Management Group's portfolio in Q3 2022, its #121 holding.
Spectrum Management Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and has held it in 10 quarters since.
Spectrum Management Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.33M in Q3 2020.
675 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2022.

Based on Spectrum Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.